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IWF: iShares Russell 1000 Growth (ETF)
Basic Info 240.44 1.74(0.73%) March 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.38% |
| Expenses | 0.20% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.0 | 12.2 | -14.5 | 17.5 | 13.2 | 14.3 | 11.9 | 6.3 | -28.7 | 27.5 | 38.3 | 35.9 | -1.7 | 30.0 | 7.0 | 5.5 | 12.8 | 33.1 | 15.2 | 2.3 | 16.5 | 36.7 | -38.2 | 11.5 | 8.9 | 4.7 | 6.2 | 30.1 | -28.1 | -20.8 | -17.1 |
| SR | NA | 2.48 | -0.56 | 0.75 | 0.49 | 0.69 | NA | 0.24 | -0.99 | 1.63 | 1.07 | 2.4 | -0.15 | 3.93 | 0.51 | 0.35 | 1.05 | 2.98 | 1.16 | 0.1 | 0.95 | 1.53 | -1.05 | 0.55 | 0.52 | 0.25 | 0.43 | 1.62 | -1.05 | -0.74 | -1.02 |
| DD(%) | NA | 7.3 | 26.8 | 32.3 | 32.3 | 32.3 | NA | 64.2 | 32.0 | 9.7 | 31.5 | 7.9 | 21.9 | 2.4 | 11.2 | 11.7 | 7.3 | 6.2 | 9.8 | 18.3 | 15.4 | 21.6 | 48.1 | 8.8 | 9.3 | 7.5 | 11.2 | 12.8 | 36.5 | 40.9 | 32.3 |
| SD(%) | NA | 20.0 | 28.4 | 24.8 | 24.8 | 19.7 | NA | 21.1 | 30.5 | 16.9 | 35.3 | 14.4 | 19.7 | 7.5 | 13.3 | 15.6 | 12.2 | 11.1 | 13.2 | 23.2 | 17.3 | 23.9 | 37.3 | 15.4 | 10.9 | 10.3 | 12.1 | 18.2 | 27.8 | 32.0 | 30.4 |
| TR | NA | 0.6 | -0.19 | 0.24 | 0.15 | 0.16 | NA | 0.06 | -0.37 | 0.53 | 0.39 | 0.5 | -0.03 | 0.35 | 0.08 | 0.06 | 0.15 | 0.37 | 0.17 | 0.03 | 0.18 | 0.39 | -0.4 | 0.1 | 0.07 | 0.03 | 0.07 | 0.33 | -0.34 | -0.27 | -0.41 |
| Alpha(%) | NA | 0.01 | 0.02 | 0.02 | 0.01 | 0.01 | NA | 0.01 | 0.02 | 0.04 | -0.05 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | -0.01 | 0.01 | 0.03 | -0.02 | 0.0 | 0.02 | 0.02 | 0.04 | -0.06 |
| Beta(%) | NA | 0.82 | 0.83 | 0.76 | 0.81 | 0.83 | NA | 0.86 | 0.81 | 0.52 | 0.97 | 0.69 | 0.93 | 0.84 | 0.88 | 0.95 | 0.88 | 0.9 | 0.88 | 0.87 | 0.89 | 0.95 | 0.97 | 0.89 | 0.79 | 0.8 | 0.78 | 0.9 | 0.85 | 0.88 | 0.76 |
| RS | NA | 0.97 | 0.97 | 0.88 | 0.89 | 0.9 | NA | 0.92 | 0.96 | 0.67 | 0.97 | 0.74 | 0.98 | 0.93 | 0.96 | 0.98 | 0.96 | 0.95 | 0.95 | 0.98 | 0.98 | 0.95 | 0.95 | 0.9 | 0.88 | 0.84 | 0.87 | 0.91 | 0.93 | 0.94 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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See LARGE GROWTH Asset Class Trend Rankings |
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Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income) 0.87% (98%)
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- GAM (General American Investors) 0.71% (98%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 0.38% (97%)
- JCE (Nuveen Core Equity Alpha) 1.26% (97%)
- FXBY (Foxby Corp Common) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.32% (22%)
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